Purchases and Sales Made in Q1 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES BIOTECHNOLOGY ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.28K+ 34.45% |
$152K - $194K
|
4.98K
$667K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25K+ 10.14% |
$149K - $190K
|
13.5K
$1.81M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 7.7% |
$149K - $190K
|
17.4K
$2.33M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23K+ 0.17% |
$147K - $187K
|
713K
$95.5M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.22K+ 91.75% |
$146K - $186K
|
2.56K
$342K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.22KNew |
$146K - $186K
|
1.22K
$164K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.19K+ 11.55% |
$143K - $182K
|
11.5K
$1.54M
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.17K+ 3.37% |
$139K - $178K
|
35.7K
$4.79M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.14K+ 28.81% |
$136K - $173K
|
5.08K
$680K
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.14K+ 13.26% |
$136K - $173K
|
9.71K
$1.3M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$133K - $169K
|
1.11K
$149K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.1K+ 29.51% |
$132K - $168K
|
4.83K
$647K
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 0.62% |
$129K - $165K
|
176K
$23.6M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 14.99% |
$129K - $164K
|
8.25K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
1.06KNew |
$127K - $161K
|
1.06K
$142K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1K+ 13.32% |
$120K - $153K
|
8.53K
$1.14M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 408.16% |
$120K - $152K
|
1.25K
$167K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
995+ 40.25% |
$119K - $152K
|
3.47K
$464K
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
972New |
$116K - $148K
|
972
$130K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
971+ 12.55% |
$116K - $148K
|
8.71K
$1.17M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
965+ 50.05% |
$115K - $147K
|
2.89K
$388K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
964+ 4.78% |
$115K - $147K
|
21.1K
$2.83M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
945+ 30.47% |
$113K - $144K
|
4.05K
$542K
|
|
May 10, 2022
Q1 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
940New |
$112K - $143K
|
940
$126K
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
901+ 2.84% |
$108K - $137K
|
32.6K
$4.37M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
900+ 28.67% |
$108K - $137K
|
4.04K
$541K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
881+ 38.24% |
$105K - $134K
|
3.19K
$427K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
865+ 0.81% |
$103K - $132K
|
108K
$14.5M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
850+ 5.53% |
$102K - $130K
|
16.2K
$2.17M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
823New |
$98.4K - $125K
|
823
$110K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
804+ 9.12% |
$96.2K - $123K
|
9.62K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
802+ 9.78% |
$95.9K - $122K
|
9.01K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
782+ 6.82% |
$93.5K - $119K
|
12.3K
$1.64M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
781+ 35.42% |
$93.4K - $119K
|
2.99K
$400K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
780+ 19.7% |
$93.3K - $119K
|
4.74K
$635K
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
773+ 2.89% |
$92.5K - $118K
|
27.5K
$3.69M
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
771+ 56.07% |
$92.2K - $117K
|
2.15K
$287K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
752+ 15.45% |
$89.9K - $115K
|
5.62K
$753K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
751+ 30.04% |
$89.8K - $114K
|
3.25K
$435K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
728+ 11.63% |
$87.1K - $111K
|
6.99K
$936K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
726+ 2.5% |
$86.8K - $111K
|
29.7K
$3.98M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
725New |
$86.7K - $110K
|
725
$97.1K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
710+ 18.51% |
$84.9K - $108K
|
4.55K
$609K
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
697+ 3.61% |
$83.4K - $106K
|
20K
$2.68M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
696+ 16.63% |
$83.2K - $106K
|
4.88K
$654K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
686+ 16.51% |
$82K - $105K
|
4.84K
$648K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
683+ 24.28% |
$81.7K - $104K
|
3.5K
$468K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
667+ 4.08% |
$79.8K - $102K
|
17K
$2.28M
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
651+ 3.32% |
$77.9K - $99.2K
|
20.2K
$2.71M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
650+ 48.69% |
$77.7K - $99K
|
1.99K
$266K
|